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Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,796 | $203,209-95.7% | $159,474-94.5% | - |
| Participation rate | 100.0% | 77.0%+23.0pp | 82.8%+17.2pp | - |
| Annual return | 14.05% | 10.23%+3.8pp | 263.68%-249.6pp | - |
| Employer contribution / active EE | $2,625 | $2,919-10.1% | $4,831-45.7% | - |
| Participant deferral / active EE | $0 | $5,954-100.0% | $7,353-100.0% | - |
| Admin fee / account holder | $58 | $10,627-99.5% | $10,802-99.5% | - |